News & Resources

When a loved one passes away, settling their estate can be one of the most emotional and complicated experiences a family faces. Even when a will is in place, dividing property among heirs isn’t always simple — especially

Trusts are among the most powerful tools in estate planning — but they also create some of the most misunderstood tax consequences. Understanding how trusts are taxed can make the difference between a smooth estate plan and

If you find yourself in the unsettling situation of not being able to locate the trust document for a trust that should exist (or is reported to exist) under New York law, you’re not alone. It happens more often than many...

When you create a revocable living trust, one of the most important decisions you’ll make is who will serve as your successor trustee — the person who steps in to manage your trust if you become incapacitated or after you

When most people think about estate planning, they picture something reserved for the wealthy or elderly. But the truth is, every adult in Rockland County—whether you’re 28 or 82—can benefit from a solid estate...